BCM
BX icon

Boltwood Capital Management’s Blackstone BX Stock Holding History

Boltwood Capital Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Buy
9,221
+225
+3% +$29.4K 0.23% 91
2026
Q2 		$1.06M Sell
8,996
-155
-2% -$18.6K 0.24% 90
2026
Q1 		$1.05M Buy
9,151
+214
+2% +$27.8K 0.27% 79
2025
Q4 		$1.38M Sell
8,937
-7
-0.1% -$1.06K 0.36% 68
2025
Q3 		$1.53M Buy
8,944
+15
+0.2% +$2.57K 0.41% 61
2025
Q2 		$1.34M Buy
8,929
+440
+5% +$60.5K 0.38% 65
2025
Q1 		$1.19M Buy
8,489
+2,588
+44% +$420K 0.36% 70
2024
Q4 		$1.02M Sell
5,901
-105
-2% -$18.3K 0.31% 77
2024
Q3 		$920K Sell
6,006
-270
-4% -$37.5K 0.27% 84
2024
Q2 		$777K Buy
6,276
+103
+2% +$12.7K 0.24% 86
2024
Q1 		$811K Buy
6,173
+35
+0.6% +$4.37K 0.25% 88
2023
Q4 		$804K Buy
6,138
+25
+0.4% +$2.71K 0.27% 90
2023
Q3 		$655K Sell
6,113
-60
-1% -$6.25K 0.24% 90
2023
Q2 		$574K Buy
6,173
+592
+11% +$51.1K 0.21% 100
2023
Q1 		$490K Buy
5,581
+258
+5% +$22.8K 0.18% 105
2022
Q4 		$395K Buy
5,323
+913
+21% +$78.8K 0.16% 111
2022
Q3 		$369K Buy
4,410
+948
+27% +$91.8K 0.17% 112
2022
Q2 		$316K Buy
3,462
+485
+16% +$52.4K 0.14% 125
2022
Q1 		$378K Buy
+2,977
New +$363K 0.15% 125

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Boltwood Capital Management's BX Position: Q3 2026 in Review

Boltwood Capital Management increased its Blackstone (BX) stake by 2.5% in Q3 2026, buying an estimated $29.4K and bringing the position to 9,221 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #91.

Boltwood Capital Management first reported a position in BX in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.53M in Q3 2025. 24 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Boltwood Capital Management held 9,221 shares of Blackstone worth $1.03M as of Q3 2026.
  • Boltwood Capital Management bought 225 Blackstone shares in Q3 2026, an estimated $29.4K.
  • Blackstone made up 0.23% of Boltwood Capital Management's portfolio in Q3 2026, its #91 holding.
  • Boltwood Capital Management first reported a position in Blackstone in Q1 2022 and has held it in 19 quarters since.
  • Boltwood Capital Management's Blackstone position peaked at $1.53M in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.